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[New] Overview of the Playbook feature

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

What Is a Playbook?

A Playbook in LegalOn is a feature that lets your organization register custom review criteria (called Playbook alerts) to detect contract risks based on your company’s unique policies.


Key Purpose:
Many companies struggle with inconsistent contract review standards, as guidelines and know-how often depend on individual reviewers. The Playbook solves this by helping your team:

✅ Apply consistent review standards
✅ Transfer expert knowledge to less experienced reviewers
✅ Strengthen your overall contract risk management


Note: The AI-based Review covers general risk items. The Playbook complements these with company-specific requirements.

⚠️ Notes

Review results are for reference only. Always make final decisions using your judgment and consult a lawyer for any legal interpretations.

Key playbook terms

Term

Description

Playbook alerts

A company-specific review rule registered in LegalOn

Playbook

A group of Playbook alerts organized by use case, role, or contract type

Playbook review results

The screen showing risk detection results based on the Playbook

How to use the Playbook

1. Create a Playbook

Register your company’s Playbook alerts and group them by use case.
See: [Tips for creating effective Playbook Alerts]

2. Run a Playbook review

Use the Playbook you created to detect contract risks and view the results.
See: [How to review using My Playbooks and view the results]

Key Limitations

LegalOn is continually updating Playbook functionality. Please note the following current limitations:

General

  • Table data in contracts is not analyzed.

When managing Playbook alerts and Playbooks

  • You can create up to 1,000 Playbooks.

  • Downloading a Playbook list is not supported.

  • Duplicating Playbooks is not supported.

  • You cannot add labels/tags (e.g., by department or business unit).

  • You cannot customize the display order.

  • There is no filter search for Playbook alerts/Playbooks — use your browser’s search.

  • Access permissions (view/edit) for individual Playbooks or Playbook alerts cannot be set.

  • You cannot view change history.

  • There is no public/private toggle for Playbooks.

When running a Playbook review

  • Using a Playbook with many Playbook alerts or a very long contract may result in:

    • Longer processing time (a few minutes)

    • Occasional errors

  • You cannot filter or recommend Playbooks before running a review — select from the full list.

  • The results screen:

    • Does not show alert counts or ✓ resolved marks

    • Does not display risk icons ⚠️ in the contract text itself

    • Highlights clauses when you click a Playbook alert

    • Does not allow reporting alert accuracy or Playbook alert errors


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